Adviser Profile

As of Date 07/30/2023
Registration status Terminated
ADV Location IRVINE, CA, United States
Contact Info 949 xxxxxxx
Websites
AUM* 0
of that, discretionary
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days

Client Types

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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